Adam Baker, financial advisor Brecksville OH

Adam Baker

CRD Number: 6133431
Current Firm: Fifth Third Securities, Inc.

Adam Baker (CRD# 6133431) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Brecksville, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Parma, OH Aug 2021 - Current 2
Fifth Third Bank Parma, OH Jul 2021 - Current 2
Citizens Bank Beachwood, OH Jul 2021 - Jul 2021 < 1
Citizens Securities Inc. Woodmere, OH Jun 2021 - Jul 2021 < 1
Citizens Bank Beachwood, OH Feb 2020 - Jul 2021 1
Citizens Securities, Inc. Canton, MA Feb 2020 - Jun 2021 1
Citizens Securities Inc. Euclid, OK Apr 2019 - Jun 2021 2
Citizens Bank Broadview Heights, OH Apr 2019 - Feb 2020 < 1
Citizens Securities, Inc. Euclid, OH Feb 2017 - Apr 2019 2
Prudential Insurance Company Of America Mayfield Heights, OH Dec 2015 - Feb 2017 1
Pruco Securities, LLC Mayfield Heights, OH Nov 2015 - Feb 2017 1
Edward Jones St. Louis, MO Nov 2012 - Nov 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Adam M. Baker
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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